Automation Center allows you to create rules to complete repetitive tasks when certain events take place. Tasks include sending an email, creating a note/task or closing a Sales Center opportunity. Read the document to find out more.

If you have recently joined the EZLynx family and have gone through the Data Conversion Process, it is now time to get your policies updated with the most recent information and the correct status. Two common Status markers for polices that have been in this process are Unknown and Inactive.

You will have policies listed with an Unknown or Inactive status. The status will update automatically when you have received your Initial Downloads** from the carrier.

In the case of a manual policy, you will need to click on the policy’s Actions menu and select Activate, depending on the policy status.

Once the initial loads have all been received navigate to Reports and select Policy Management Reports. Here you will need to run the “Inactive & Unknown Policy Detail” report to assist in updating the final unknown status policies.

Please let us know if you need additional assistance with any unknown / inactive status.

**The initial download is requested during your data conversion and is all of your current policies with a carrier. Please note that not all carriers will send an initial load. If a carrier does not download; these policies will have to be manually updated. There is an unknown policy report that you can run at any time.

For our EZLynx Management System users – this information is related to setting up the downloads process.

Check this list to see if any of your carriers use TEAM-UP software for the downloads process. If so, contact any one of your TEAM-UP carriers to have the software installed on your computer. You will then be able to use the program with all of your TEAM-UP carriers.

The manual includes all the information covered in the 101 and 102 webinars described below, plus data conversions, initiating downloads and more. It is a great resource! Always access the manual from our website – it is regularly updated with our new enhancements and features.

This webinar is intended for everyone who will use the EZLynx Management System, including basic users and admins. We highly recommend completing the EZLynx Rating Engine 101 training (when applicable) before attending this webinar.

We will cover:
Setup tasks for new users
General navigation & frequently performed basic tasks
The Applicant Account
Using the Agency Workspace for agency-wide collaboration; notes, tasks & notifications
Working with policy downloads and manually added policies
Creating ACORD forms and working with documents
Locating groups of policies
Downloads box on Dashboard
Downloads reports & how to get them
Additional training opportunities & support
Q&A session

Locate the applicant and click the “Policies” tab. From the Policies tab dropdown, click “Show Inactive.” The dropdown will now include both active and inactive policies; select the one to view.

Or, go to the applicant’s Overview tab, and scroll down to the Policies grid. At the upper right, check the “Show Inactive and Unknown” box. Now active, inactive, and unknown policies are displayed in the Policies grid until the box is unchecked again.

You can now upload an image of the agent’s signature to be used on ACORD forms created in EZLynx.

It is very easy to make a signature image; save it to your computer and then upload it.
There are several websites available online that can be used to create a signature image, for example: MyLiveSignature

The signature wizard will take you through these steps:

1. Enter Agent’s name
2. Select font by clicking one of the radio dials on the left
3. Select font size – #6 will work fine
4. Select colors – default settings are likely fine, but you can change colors if you want
5. Select signature “slope” or slant
6. Save signature to your desktop so you can upload it in EZLynx.
7. From EZLynx, go to the Settings Icon, EZLynx Preferences, then Signature (bottom of page). Upload signature from your computer.

Once uploaded, the signature will be inserted on ACORD forms in EZLynx!